Regional Vice President, Financial Institutions

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Generate revenue through effective territory management, recruitment, and relationship cultivation.

• Maintain connections with top producers while also seeking to recruit new talent.

• Enhance revenue beyond the baseline premium and revenue levels of the current territory.

• Foster and maintain relationships with institutional advisors.

• Educate and inspire advisors to promote more complex product offerings.

• Manage a diverse product portfolio with reputable carriers.

• Build strong connections with financial institution management teams and referral partners.

• Engage in team meetings and calls focused on training and development.

• Embed into the local bank culture as a reliable resource and collaborator.

• Document activities using CRM software.

• Adhere to a solutions-oriented approach.

• Continuously seek new prospects and advance the sales process.

• Ensure that advisors utilize carrier-approved and Ash-approved materials.

• Uphold professional conduct and safeguard the Ash reputation.

⛳️ Requirements

• Bachelor’s degree in business, finance, sales, or a related discipline.

• At least 4 years of relevant experience and/or training.

• FINRA Series 6 license is a must.

• A resident life insurance license is required.

• Understanding of life insurance products and their applications.

• Proven track record of growing and managing a designated territory.

• Proficient in Microsoft Suite, social media/networking platforms, and mobile technology.

• Capable of delivering presentations in both individual and group formats.

• Exceptional oral and written communication abilities.

• Willingness to travel overnight up to 75% of the time.

• Preferred professional designations include CLU, CFP, and/or RICP.

🏝️ Benefits

• Competitive compensation package.

• Benefits that offer peace of mind for employees and their families.

• Professional opportunities that can accelerate your career growth.

• A supportive, family-oriented work environment.

• Commitment to equal opportunity employment.

• Reasonable accommodations for qualified individuals with disabilities.